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Privacy Policy

Your trust matters to us. This policy explains what information we collect, why, and how we protect it.

Last updated: 10 November 2026

This Privacy Policy applies to the website prathmeshfinancialservices.com (the “Website”) operated by Prathmesh Financial Services (“we”, “us”, “our”), 1st Floor, 6/364, Vineet Khand 6, Gomti Nagar, Lucknow, Uttar Pradesh 226010. We aim to handle personal data in line with the Digital Personal Data Protection Act, 2023 and other applicable Indian laws.

1. Information we collect

  • Information you choose to share: your name, mobile number, email address, the service you are interested in, preferred contact time and any message you write in our enquiry form.
  • Information shared when you become a client: KYC details, PAN, bank details, nominee details and other information required by regulators, Asset Management Companies, insurers, the NPS system and other product providers to process your transactions.
  • Calculator inputs: figures you enter in our financial tools are processed only in your browser and are not sent to us or stored by the Website.

2. How the enquiry form works

Our enquiry form does not store your details on the Website or on any server. When you submit it, the form prepares a message in WhatsApp or in your email application on your own device. Your information reaches us only when you choose to press send in that application. Once received, it is handled under this policy.

3. How we use your information

  • To respond to your enquiry and schedule consultations.
  • To provide services you request, including processing investment, insurance and NPS transactions with the relevant product providers.
  • To meet regulatory, KYC, record-keeping and audit requirements.
  • To share service updates, statements or reminders related to your investments. You can ask us to stop non-essential communication at any time.

4. Sharing of information

We do not sell or rent your personal information. We share it only as needed with Asset Management Companies, Registrar and Transfer Agents, insurers, the NPS Central Recordkeeping Agency and Points of Presence, banks, KYC registration agencies and other entities required to complete the services you have asked for, or where required by law or a regulator.

5. Cookies and third-party services

The Website does not use advertising or analytics cookies. Our fonts are hosted on the Website itself. The Contact page displays an embedded Google Map, and links lead to WhatsApp, Google, Facebook and Instagram. These third parties may set their own cookies or collect data under their own privacy policies when you interact with them.

6. Data security and retention

We take reasonable care to protect the information you share with us. We keep client information for as long as required to provide services and to meet legal and regulatory record-keeping obligations, after which it is securely deleted.

7. Your rights

Subject to applicable law, you may ask to access, correct or update your personal data, withdraw consent for non-essential communication, or request erasure of data we are not legally required to keep.

8. Contact for privacy questions or grievances

Roopesh Agarwal, Prathmesh Financial Services
1st Floor, 6/364, Vineet Khand 6, Gomti Nagar, Lucknow, Uttar Pradesh 226010
Email: prathmeshfs@gmail.com · Phone: +91 99353 57575

9. Changes to this policy

We may update this policy from time to time. The updated version will be posted on this page with a revised date.